Helen C. Cox
RED TRIANGLE
Mt. Pleasant, SC 29464
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CRD#: 2747518
Professional summary
Helen Coker Cox, CFP®, who also goes by Cokie Berenyi, Helen Coker Berenyi, Helen C Berenyi, Helen Simons Coker, Helen Coker Cox, is a registered financial advisor currently at RED TRIANGLE, LLC located in Mt. Pleasant, South Carolina.
Helen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Helen has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Ever feel paralyzed by Wall Street’s games or just feel taken advantage of by an investment advisor? Since going independent in 2008, it’s clear to me that many investors are seeking simple solutions in order to gain confidence that their hard earned investments are in the right place. In today’s market, there’s good news and bad news:
The good news: You’re not alone–AND you’re well on your way to liberating yourself from the emotions of market volatility and the pervasive conflicts of interest in portfolios across the world. And, with the emergence of “Robo” Investment platforms, low fee options are now outpacing the antiquated ways of what I call “Big Brokerage.”
The bad news: The market’s ups and downs will most certainly continue and the desire for investors to side-step double digit investment losses that typically occur every 3–6 years, will never wane. Further, while the market share of “Big Brokerage” firms is declining, in favor of these “Robo” options, the issue of conflicts of interest and “lazy” investment management that refuses to evaluate simple market risk metrics in favor of investor wealth protection is unfortunately a part of Robo investing.
Investing today is being driven by a model leveraging campaigns of media disinformation, fear and ignorance about the investment game, and the motivation of Wall Street to create remarkable profits for itself. Investors themselves are held hostage by a financial system in which they are taught to participate in, but not master. It’s time for investors to get Liberated.
Question & Answer
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Low Cost
Excessive fees are crippling i...
Fiduciary
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Equal Love
Wouldn’t it be nice to be trea...
Methodology
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Alternative or Private Investm...
Charitable Giving
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High Net Worth Client Needs
Are you a "fiduciary"?
Yes
Aliases
Cokie Berenyi | Helen Coker Berenyi | Helen C Berenyi | Helen Simons Coker | Helen Coker Cox
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) OWNER OF RESIDENTIAL RENTAL PROPERTY LOCATED IN HANAHM AND MT. PLEASANT SC. ACTIVITY BEGAN 8/1998 AND REPRESENTS APPROXIMATELY 1 HOUR/MONTH OUTSIDE OF NORMAL BUSINESS HOURS.
2) OWNER OF PERFECT DAY CONNECT, A NON-INVESTMENT RELATED CONSULTING BUSINESS LOCATED IN CHARLESTON SC. ACTIVITY BEGAN 4/2017 AND REPRESENTS APPROXIMATELY 15 HOURS PER MONTH OUTSIDE OF NORMAL BUSINESS HOURS.
3) OWNER OF HCBRE, LLC, A NON-INVESTMENT RELATED REAL ESTATE RENTAL MANAGEMENT BUSINESS LOCATED IN CHARLESTON, SC. ACTIVITY BEGAN 7/2017 AND REPRESENTS APPROXIMATELY 2 HOURS PER MONTH OUTSIDE OF NORMAL BUSINESS HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Helen Coker Cox's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 20, 2008 - Present
RED TRIANGLE, LLC
Office #1: 75 Port City Lndg. Suite 110, Mt. Pleasant, SC 29464RIA
CRD#: 147700
Mt. Pleasant, SC
Past
March 29, 2016 - October 17, 2023
WEALTH ENHANCEMENT & PRESERVATION
RIA
CRD#: 172788
Mt. Pleasant, SC
Past
June 15, 2002 - August 19, 2008
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHARLESTON, SC
Past
June 15, 2002 - August 19, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHARLESTON, SC
Past
February 4, 2002 - June 21, 2002
WACHOVIA SECURITIES, INC.
RIA
CRD#: 431
CHARLESTON, SC
Past
December 3, 1996 - June 15, 2002
WACHOVIA SECURITIES, INC.
BD
CRD#: 431
CHARLOTTE, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(8/20/2008)
IAR
Texas(12/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
RT
RED TRIANGLE, LLC
ALPHAVEST | RED TRIANGLE, LLC
CRD#: 147700 / SEC#:
Colorado
Registered Investment Advisory firm - (7/10/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/20/2008 Approved)Texas
Registered Investment Advisory firm - (12/17/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
75 Port City Lndg Suite 110, Mt. Pleasant, SC 29464
Mailing Address
Phone number
(843) 573-7277
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 314 |
| AUM (Assets Under Management) | $ 59,000,000 |
Red Flags
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